Who owns IVW
Which tracked institutional funds hold IVW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IVW is one-sided between 2026-Q1 and 2026-Q2: 940 added or opened and 150 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVW’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 2066 tracked filers holding IVW, 860 increased or opened the position and 938 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 49
- NewEdge Advisors, LLC$253M
- USA FINANCIAL FORMULAS$57M
- J.W. COLE ADVISORS, INC.$46M
- Global Retirement Partners, LLC$38M
- Diversify Advisory Services, LLC$27M
- Gallagher Capital Advisors, LLC$21M
Full exits 88
- CWM, LLC$540M
- PARK AVENUE SECURITIES LLC$436M
- Janney Montgomery Scott LLC$273M
- HighTower Advisors, LLC$232M
- Thrivent Financial for Lutherans$165M
- Cambridge Investment Research Advisors, Inc.$129M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$1.2B
- JPMORGAN CHASE & CO$953M
- MORGAN STANLEY$878M
- BANK OF AMERICA CORP /DE/$624M
- LPL Financial LLC$603M
- WELLS FARGO & COMPANY/MN$382M
Largest trims
- Calamos Advisors LLC$126M
- TWO SIGMA INVESTMENTS, LP$124M
- Steward Partners Investment Advisory, LLC$45M
- PINKERTON WEALTH, LLC$26M
- Allworth Financial LP$23M
- Independent Advisor Alliance$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 49,275,443 | $6.8B | 15.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 39,457,799 | $5.4B | 12.1% | 2026-Q2 |
| MORGAN STANLEY added | 34,601,758 | $4.8B | 10.8% | 2026-Q2 |
| LPL Financial LLC added | 21,564,794 | $3.0B | 6.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 20,803,829 | $2.9B | 6.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 15,408,492 | $2.1B | 4.8% | 2026-Q2 |
| UBS Group AG trimmed | 8,213,429 | $1.1B | 2.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,171,635 | $1.1B | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 8,007,251 | $1.1B | 2.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 5,236,259 | $720M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 4,789,797 | $659M | 1.5% | 2026-Q2 |
| BlackRock, Inc. added | 4,372,824 | $601M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,262,762 | $586M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,224,901 | $581M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,983,147 | $548M | 1.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 3,855,837 | $530M | 1.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 3,637,150 | $500M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,602,660 | $495M | 1.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,569,833 | $491M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 3,269,520 | $450M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,194,451 | $424M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,084,786 | $424M | 1.0% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 2,617,108 | $360M | 0.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 2,410,689 | $332M | 0.7% | 2026-Q2 |
| SOFI WEALTH, LLC added | 2,349,051 | $323M | 0.7% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 2,200,705 | $303M | 0.7% | 2026-Q2 |
| FMR LLC added | 2,047,686 | $282M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,013,076 | $277M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,000,012 | $275M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 1,947,941 | $268M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,841,602 | $253M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,657,682 | $228M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,429,702 | $197M | 0.4% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 1,303,025 | $179M | 0.4% | 2026-Q2 |
| JB Capital LLC trimmed | 1,295,626 | $178M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,288,834 | $177M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 1,223,682 | $168M | 0.4% | 2026-Q2 |
| Calamos Wealth Management LLC added | 1,147,615 | $158M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,142,608 | $157M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 1,124,765 | $155M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,124,043 | $155M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 1,074,898 | $148M | 0.3% | 2026-Q2 |
| LVZ, Inc. trimmed | 1,036,902 | $143M | 0.3% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 918,582 | $126M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 900,491 | $124M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 861,433 | $118M | 0.3% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 807,434 | $111M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 795,103 | $109M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 783,316 | $108M | 0.2% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 762,341 | $105M | 0.2% | 2026-Q2 |
| Ascent Group, LLC added | 736,912 | $101M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 735,644 | $101M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 717,831 | $99M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 710,390 | $98M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 709,045 | $98M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 699,654 | $96M | 0.2% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 697,889 | $96M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 671,647 | $92M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 647,650 | $90M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 625,957 | $86M | 0.2% | 2026-Q2 |
| Stegner Investment Associates Inc. trimmed | 608,731 | $84M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 603,475 | $83M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 595,611 | $82M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 588,050 | $81M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 585,670 | $81M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 578,774 | $80M | 0.2% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 578,289 | $79M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 569,928 | $78M | 0.2% | 2026-Q2 |
| SilverOak Wealth Management LLC trimmed | 559,953 | $77M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 531,981 | $73M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 527,487 | $73M | 0.2% | 2026-Q2 |
| North Star Investment Management Corp. added | 505,966 | $70M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 500,578 | $69M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 497,843 | $68M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 497,075 | $68M | 0.2% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 489,655 | $67M | 0.2% | 2026-Q2 |
| West Wealth Group, LLC added | 486,868 | $67M | 0.2% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 480,380 | $66M | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 476,929 | $66M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 466,610 | $64M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 438,642 | $60M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 428,592 | $59M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 427,683 | $59M | 0.1% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 418,090 | $57M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 407,233 | $56M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 407,199 | $56M | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 402,802 | $55M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 402,461 | $55M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 401,071 | $55M | 0.1% | 2026-Q2 |
| MA Private Wealth added | 395,664 | $54M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 374,870 | $52M | 0.1% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 373,246 | $51M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 371,331 | $51M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 369,845 | $51M | 0.1% | 2026-Q2 |
| ENCOMPASS WEALTH ADVISORS, LLC trimmed | 368,443 | $51M | 0.1% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 366,195 | $50M | 0.1% | 2026-Q2 |
| Lee Financial Co added | 354,953 | $49M | 0.1% | 2026-Q2 |
| Calydon Capital added | 352,808 | $49M | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC trimmed | 351,996 | $48M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 351,931 | $48M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.